Acacia Capital On Value Investing In The Amazon Era

Acacia Capital produced a return of 5.03% net for investors for the second quarter of 2017 bringing returns since inception (February 2003) to 462.4% or 12.7% per annum, outperforming the S&P 500 which returned 9.7% over the same period. In the firm’s second quarter letter to investors dated July 11th, a copy of which has been reviewed by ValueWalk, general partner Peter Kinney provides investors with some interesting thoughts on “investing in the age of disruption” a topic that has received plenty of attention over the past 12 months as the FAANG group’s takeover of the world continues. [timeless] High…